{"id":60855,"date":"2023-12-28T12:03:26","date_gmt":"2023-12-28T12:03:26","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=60855"},"modified":"2024-07-30T11:01:54","modified_gmt":"2024-07-30T10:01:54","slug":"using-docusign-browser","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-docusign-browser\/","title":{"rendered":"Using the DocuSign Integration"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Any Users<\/strong> and <strong>Case Workers<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This is a guide that provides users with information on how to use DocuSign in Osprey<\/h2>\n\n\n\n<p class=\"is-style-warning wp-block-paragraph\">You will need an active subscription with DocuSign to be able to benefit from Osprey&#8217;s DocuSign integration.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Clients will need access to the client web portal to be able to sign in and review any pending signature requests.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Logging in<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To sign into DocuSign, left-click Case Management. Then right-click on a relevant word document you wish to request a signature on, and left-click &#8220;Select for Sign Request&#8221;<br><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"149\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/37-1.png\" alt=\"\" class=\"wp-image-64105\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/37-1.png 736w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/37-1-300x61.png 300w\" sizes=\"auto, (max-width: 736px) 100vw, 736px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now left-click the Select for Sign Request wording beside the Keyword Search.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"841\" height=\"126\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/38-1.png\" alt=\"\" class=\"wp-image-64107\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/38-1.png 841w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/38-1-300x45.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/38-1-768x115.png 768w\" sizes=\"auto, (max-width: 841px) 100vw, 841px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A confirmation of any documents to be sent for DocuSign Signature will appear.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"504\" height=\"256\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/39-1.png\" alt=\"\" class=\"wp-image-64109\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/39-1.png 504w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/39-1-300x152.png 300w\" sizes=\"auto, (max-width: 504px) 100vw, 504px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Send &#8211; A sign in prompt will appear.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"496\" height=\"657\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/40-1.png\" alt=\"\" class=\"wp-image-64112\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/40-1.png 496w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/40-1-226x300.png 226w\" sizes=\"auto, (max-width: 496px) 100vw, 496px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Complete signing in, and once completed, you will see the DocuSign Request Signature window.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Sending a request<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After you have initially signed in, you will be taken directly to the DocuSign Request Signature window when requesting a signature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A list of any clients or linked associates will be available to select. Confirm any additional required signers, and click Send.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Existing requests are available via the Signature Requests area of the workspace on the left.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"201\" height=\"356\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/41-1.png\" alt=\"\" class=\"wp-image-64113\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/41-1.png 201w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/41-1-169x300.png 169w\" sizes=\"auto, (max-width: 201px) 100vw, 201px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Signing a document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Document will then be available from the Client Web Portal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Client will need to sign in and navigate to the DocuSign area.<br>Any pending requests, as well as completed requests, will be visible to Sign or View respectively.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the document has been signed by all signees, the completed document will then be uploaded as a PDF into the matter history.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is a guide that provides users with information on how to use DocuSign in Osprey You will need an active subscription with DocuSign to be able to benefit from Osprey&#8217;s DocuSign integration. Clients will need access to the client web portal to be able to sign in and review any pending signature requests. Logging [&hellip;]<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-60855","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Using the DocuSign Integration - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This is a guide that provides users with information on how to use DocuSign in Osprey\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/using-docusign-browser\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using the DocuSign Integration - Osprey Approach Customer Support &amp; 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